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1,343 hedge funds and large institutions have $21.3B invested in Hershey in 2024 Q4 according to their latest regulatory filings, with 186 funds opening new positions, 432 increasing their positions, 528 reducing their positions, and 213 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more call options, than puts

Call options by funds: $1.3B | Put options by funds: $610M

1.5% less ownership

Funds ownership: 83.68%82.18% (-1.5%)

4% less funds holding

Funds holding: 1,3941,343 (-51)

10% less capital invested

Capital invested by funds: $23.6B → $21.3B (-$2.3B)

13% less first-time investments, than exits

New positions opened: 186 | Existing positions closed: 213

18% less repeat investments, than reductions

Existing positions increased: 432 | Existing positions reduced: 528

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
1,343
Holders Change
-51
Holders Change %
-3.66%
% of All Funds
17.69%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
186
Increased
432
Reduced
528
Closed
213
Calls
$1.3B
Puts
$610M
Net Calls
+$692M
Net Calls Change
+$658M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
951
SeaCrest Wealth Management
New York
$288K +$53.4K +298 +21%
PAM
952
PVG Asset Management
Colorado
$288K +$305K +1,701 New
WB
953
WesBanco Bank
West Virginia
$288K -$152K -850 -33%
B
954
Bellecapital
Switzerland
$287K -$112K -627 -27%
WA1
955
Wimmer Associates 1
California
$286K
AWM
956
Accurate Wealth Management
Florida
$286K +$55.4K +309 +21%
ESBC
957
E.S. Barr & Co
Kentucky
$286K
TL
958
Tradewinds LLC
North Carolina
$285K +$323K +1,800 New
BWL
959
Bogart Wealth LLC
Virginia
$282K +$20.3K +113 +7%
AF
960
Advisornet Financial
Minnesota
$282K -$30.1K -168 -9%
EB
961
Eastern Bank
Massachusetts
$281K +$28.7K +160 +11%
SWM
962
Salvus Wealth Management
New Jersey
$280K +$297K +1,656 New
FNA
963
First National Advisers
Nebraska
$279K
WE
964
Wealth Effects
Massachusetts
$278K -$112K -625 -28%
CPIA
965
Cornell Pochily Investment Advisors
New York
$277K
GM
966
GeoWealth Management
Illinois
$276K +$3.59K +20 +1%
CAG
967
Csenge Advisory Group
Florida
$276K +$3.59K +20 +1%
SA
968
SL Advisors
New Jersey
$275K -$21.5K -120 -7%
HBS
969
Howard Bailey Securities
Indiana
$274K -$90.4K -504 -24%
SFS
970
Stiles Financial Services
Minnesota
$273K +$2.15K +12 +0.7%
AMG
971
Advisors Management Group
Wisconsin
$271K
LIM
972
Longfellow Investment Management
Massachusetts
$270K -$17.9K -100 -6%
PW
973
PUREfi Wealth
Massachusetts
$269K +$285K +1,587 New
NL
974
NWAM LLC
Washington
$268K -$23K -128 -7%
4A
975
4Wealth Advisors
Illinois
$268K +$283K +1,580 New

HSY Hedge Fund Activity: Q4 2024 in Review

1,343 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q4 2024, worth a combined $21.3B — down 9.7% from $23.6B a quarter earlier.

Sellers outnumbered buyers: 213 funds closed out of HSY and 186 opened new positions — a net loss of 27 holders — while 528 trimmed existing stakes and 432 added.

The largest buyer was Capital International Investors, adding an estimated $535M. The largest seller was JP Morgan Chase, cutting an estimated $323M.

  • 1,343 institutional investors held Hershey (HSY) as of Q4 2024, down from 1,394 in Q3 2024.
  • Funds reported $21.3B of Hershey stock for Q4 2024, down 9.7% quarter-over-quarter.
  • 186 funds opened new Hershey positions in Q4 2024 and 213 closed out, a net change of -27 holders.
  • The largest Hershey buyer in Q4 2024 was Capital International Investors, an estimated $535M added.
  • The largest Hershey seller in Q4 2024 was JP Morgan Chase, an estimated $323M sold.

Based on aggregated 13F filings for Q4 2024.